When a record is added to kintone, create a quotation in freee Invoices.

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  3. When a record is added to kintone, create a quotation in freee Invoices.
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■Overview

This is a flow to create a quotation in freee Invoices when a record is added to kintone.

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■Recommended for

1. Those managing projects with kintone

・Sales representatives managing records for forms

・Those managing customer and project information of client companies

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2. Those handling form operations using freee Invoices

・Members of a company's sales department

・Those who need to create quotations for each project

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■Benefits of using this template

Creating quotations based on kintone record information each time is time-consuming and labor-intensive.
When managing a large number of customers, the time required to create quotations increases accordingly.

This template eliminates the manual effort of creating quotations by automatically generating them in freee Invoices when a record is added to kintone.
Additionally, automating the creation of quotations can prevent human errors such as incorrect entries.

After creating the quotation, you can also notify specific members by integrating with communication tools.

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■Notes

・Please integrate both kintone and freee Invoices with Yoom.

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About the Apps You Use
freee Invoice
Yoom allows you to integrate with the freee Invoice API without any code, enabling the automation of various tasks. For example, you can connect freee Invoice with other tools like Salesforce and kintone to automatically generate documents such as invoices and quotations.
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freee Invoice
 Templates using
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Learn more about Yoom
kintone
With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.
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freee Invoice
Yoom allows you to integrate with the freee Invoice API without any code, enabling the automation of various tasks. For example, you can connect freee Invoice with other tools like Salesforce and kintone to automatically generate documents such as invoices and quotations.
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kintone
With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.
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